Now You Know: Intuit and QuickBooks January 2025 Updates
Alicia explores important improvements to the QuickBooks Desktop-to-Online migration process, including expanded line item capacity and a new pre-migration checklist. Alicia also introduces new offerings like QuickBooks Live Expert Cleanup and the Mailchimp-powered Customer Hub, while previewing an innovative interface redesign that promises to streamline the user experience.
Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com
Links Mentioned in this episode:
- (00:00) - Welcome to the Unofficial QuickBooks Accountants podcast
- (00:39) - Congratulations to OnPay
- (03:25) - Tags Discontinued
- (05:00) - QuickBooks Solopreneur Updates
- (06:48) - Migration from QuickBooks Desktop to Online
- (10:19) - QuickBooks Live Expert Cleanup
- (16:58) - QuickBooks Customer Hub Powered by Mailchimp
- (19:16) - New Recurring Payments Feature
- (24:11) - Outro and Upcoming Classes
Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com
Links Mentioned in this episode:
- January’s Firm of the Future article: https://www.firmofthefuture.com/product-update/january-2025-mpu/
- Trump’s Inauguration’s Business funding: https://www.politico.com/news/2025/01/16/trump-inauguration-corporate-donors-004242
Alicia’s classes:
- Year-end Cleanup and Tax Prep: http://royl.ws/yearend
- Converting from QBDT to QBO: http://royl.ws/QBDT2QBO
- Intro to Bookkeeping and Accounting class on Feb 18: https://royl.ws/intro-to-accounting-for-small-business
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Creators and Guests
Host
Alicia Katz Pollock, MAT
Alicia Katz Pollock, MAT is the CEO at Royalwise Solutions, Inc.. As a Top 50 Women in Accounting, Top 10 ProAdvisor, and member of the Intuit Trainer/Writer Network, Alicia is a popular speaker at QuickBooks Connect and Scaling New Heights. She has a Master of Arts in Teaching, with several QuickBooks books on Amazon. Her Royalwise OWLS (On-Demand Web-based Learning Solutions) at learn.royalwise.com is a NASBA CPE-approved QBO and Apple training portal for accounting firms, bookkeepers, and business owners.